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Disclosery

LPL Financial LLC: SHLS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on SHLS, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 19,693 SHLS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,693 shares
    Change vs previous 13F -46,581 shares

    <0.01% of the 13F portfolio, value $194,961.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 66,274 shares
    Change vs previous 13F +8,786 shares

    <0.01% of the 13F portfolio, value $436,083.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 57,488 shares
    Change vs previous 13F +42,788 shares

    <0.01% of the 13F portfolio, value $488,648.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,700 shares
    Change vs previous 13F -11,868 shares

    <0.01% of the 13F portfolio, value $108,927.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,568 shares
    Change vs previous 13F +160 shares

    <0.01% of the 13F portfolio, value $112,914.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,408 shares
    Change vs previous 13F -1,957 shares

    <0.01% of the 13F portfolio, value $87,675.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,365 shares
    Change vs previous 13F -4,041 shares

    <0.01% of the 13F portfolio, value $156,858.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,406 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $181,798.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).